CoreWeave, SoftBank, and Nebius earnings: what to watch
aistockwire.com — CoreWeave, SoftBank, and Nebius report November 10 to 12, then Applied Materials and Cisco. Here's what each company forecast and how far its shares fell.
Earnings
Earnings reports detail the quarterly and annual financial performance of public companies, including revenue, profit and expenses. Truncated covers these financial results, guidance updates and executive commentary for major technology and artificial intelligence firms.
Take Advantage of the Crash
crackthemarket.substack.com — After a historic crash in AI and electrification, despite nearly every company beating and raising, I decided to review every name I cover and give you my top convictions
Sony Q2 2026: AI Memory Shortage Stalls Rivals' Cameras While Boosting Sony's Margins
Tech Times — Sony Q2 2026 camera earnings: how the AI memory shortage stalling rivals is simultaneously boosting Sony’s sensor margins, per Thursday’s SEC filing.
Nikon Camera Sales Slide to Three-Year Low; AI Memory Demand Lifts Semiconductor Revenue
Tech Times — Nikon camera sales fell to 150,000 units in Q2 FY2027, the lowest quarterly total in three years, as AI-driven demand for NAND and DRAM memory raised component costs across all camera brands. Nikon’s semiconductor equipment division surged 30 percent on the same AI buildout, raising its full-year
Cramer’s week ahead: AI data center stocks face another hurdle and so does the Fed
CNBC — CoreWeave and Nebius earnings, alongside key inflation reports that could shape the Fed's next interest rate decision, are the focus.
SiTime shares surge 16% as Seaport upgrades to Buy following post-earnings dip By Investing.com
Investing.com — SiTime shares surge 16% as Seaport upgrades to Buy following post-earnings dip
JFrog Hikes View as AI Hackers Spur Security Demand
TeraWulf's bitcoin mining revenue falls 69% as HPC leasing surges amid Anthropic buildout
AMD CEO Lisa Su: "We are a data center first company"
AMD CEO Lisa Su sees AI becoming 'essential to every aspect of our lives'
Yahoo Finance — AMD CEO Lisa Su strikes a bullish tone on AI's outlook amid a jittery market.
Nice lays off 5% of workforce as AI revenue surges and profits fall
ctech — The company’s latest results show AI annual recurring revenue climbing 46% to $392 million, while operating income, net profit and margins declined.
BuzzFeed Stock in Free Fall as Pivot to AI Blows Up in Its Face
Futurism — BuzzFeed has yet to rescue itself. A brief glimpse at its share price paints a horrifying picture, as the stock continues to plummet.
Airbnb says it's launching an AI travel agent in the first half of 2027
TechCrunch — Airbnb says its upcoming AI agent will help travelers plan trips, compare options, manage bookings, and get assistance throughout their stay.
IREN (IREN) Q1 earnings: $4 billion target moves to 2027
AIStockWire — IREN beat Q1 revenue estimates at $228 million but moved its $4 billion run-rate target to January or February. Here's what it said about Microsoft's sites.
Core Scientific Exits Bitcoin Mining by Year-End as AI Colocation Hits $215M
tftc.io — CORZ will shut down its last ASICs by December 31. Colocation pulled $215.4M in Q3 vs. $12.3M from self-mining, a 17-to-1 ratio from the same megawatts.
Anti-AI sentiment could give the biggest tech companies an edge · Cautious Optimism
Cautious Optimism — Figma earnings, data center concerns, and open-weight models.
Arm stock slips after hours as lack of blowout guidance offsets quarterly results By Investing.com
Investing.com — Arm stock slips after hours as lack of blowout guidance offsets quarterly results
Weblink International posts record 3Q26 profit on AI demand
DIGITIMES — Weblink International Inc. reported record profit for both the third quarter of 2026 and the first three quarters, driven by growing enterprise AI adoption and sales of new products. The company's board approved its third-quarter 2026 financial report on November 3.
Watch Super Micro Outlook Looks Strong: Wedbush's Bryson
Hiding inside Palantir's skyrocketing quarter is a foreboding signal
TechCrunch — Palantir delivered such a huge third-quarter earnings report on Monday that its press release even bragged that the numbers were "crushing consensus
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